Much of the content here explores the activity you, the agent, will engage in as you build your estate planning practice, and building an insurance practice implies sales activity. However, the complexities of estate planning — the team approach, legal issues, and property transfer concerns, for example — demand that you take a broader view of your role in the process.
The information presented in this section addresses the estate planning process from the agent's perspective. As noted in earlier sections of the continuing education course on Estate Planning, advisers are prohibited from offering legal and accounting advice (unless, of course, they are properly accredited to do so), and therefore, this section avoids technical discussions of estate planning from either the legal or accounting perspectives.
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.
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